After you complete your implementation call with your Sertifi Customer Success Manager, you can begin your onboarding process. Your onboarding process includes the setup of your Sertifi Closing Pro portal, along with training led by your Sertifi Customer Success Manager for you and your team. Before you can begin your training sessions, you must complete the Sertifi Closing Pro Checklist. This resource helps walk you through the necessary steps to get your portal up and running.
Download your Sertifi Closing Pro Onboarding Checklist here.
